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Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
3476
Riverview Trust Company
Washington
$4.5M +$110K +257 +3%
AWA
3477
Alta Wealth Advisors
Massachusetts
$4.49M +$296K +692 +7%
IWP
3478
Invenio Wealth Partners
Florida
$4.48M +$236K +552 +6%
LAS
3479
LWM Advisory Services
Florida
$4.48M +$1.34M +3,129 +43%
PWM
3480
Prentice Wealth Management
New York
$4.48M -$99.2K -232 -2%
IWM
3481
Iams Wealth Management
Nebraska
$4.47M +$460K +1,077 +12%
GA
3482
Gordian Advisors
Arizona
$4.47M +$3.68M +8,602 +482%
MS
3483
Madden Securities
Texas
$4.46M -$109K -255 -2%
THCM
3484
Taylor Hoffman Capital Management
Virginia
$4.46M +$4.69M +10,966 New
HGERS
3485
Householder Group Estate & Retirement Specialist
Arizona
$4.46M -$1.31M -3,066 -23%
RLWM
3486
RF&L Wealth Management
Massachusetts
$4.45M +$6.41K +15 +0.1%
OPWM
3487
Oxinas Partners Wealth Management
Indiana
$4.45M +$72.2K +169 +2%
DBRC
3488
D.B. Root & Company
Pennsylvania
$4.45M -$305K -713 -6%
AC
3489
ASB Consultores
Florida
$4.44M -$45.3K -106 -1%
BFAG
3490
Blackston Financial Advisory Group
Florida
$4.44M +$496K +1,161 +13%
DWA
3491
Delos Wealth Advisors
Texas
$4.43M +$1.68M +3,936 +62%
GA
3492
Goldstein Advisors
Wisconsin
$4.43M +$183K +429 +4%
PW
3493
Peninsula Wealth
California
$4.43M +$129K +302 +3%
HTI
3494
Hikari Tsushin Inc
Japan
$4.42M -$687K -1,606 -14%
LAM
3495
LifePro Asset Management
California
$4.42M +$3.77M +8,819 +608%
MAM
3496
MWA Asset Management
Massachusetts
$4.42M +$14.1K +33 +0.3%
CAM
3497
Clark Asset Management
New Hampshire
$4.41M +$711K +1,663 +19%
FWP
3498
Falcon Wealth Planning
California
$4.41M +$9.4K +22 +0.2%
DIS
3499
Diversified Investment Strategies
Louisiana
$4.41M -$27.8K -65 -0.6%
PPWM
3500
Perissos Private Wealth Management
Oklahoma
$4.41M +$39.3K +92 +0.9%
138 139
140
141 142